"The Simplus team is fantastic to work with!"

Salesforce for
Professional Services

We understand the needs and pains felt by professional services companies. Let our Salesforce experts help you navigate those needs.

Keep Track of Customers

Many growing professional service companies find themselves in need of more accuracy in their data. This is especially important in regards to your customer base. If you are using spreadsheets or online documents to track this data, Salesforce Sales Cloud is for you.

Simplus can import your data, configure your Salesforce instance and provide you with the consulting services necessary to start off on the right foot.

Real-Time Data

Your company requires granular reporting based on real-time data in order to make the best decisions. Gathering the right data and figuring out how to report on it can be difficult.

Simplus has a team of certified experts who can guide you on best practices on data integrity and reporting. This will let you make good decisions based on accurate data.

Complex Quoting Scenarios

Quoting your services can often be difficult. Service offerings can vary depending on a variety of inputs, and you don’t want sales people to quote prices that don’t meet viability requirements.

Salesforce CPQ can set up guardrails that will keep your sales team from configuring unprofitable quotes or sending quotes without approval.

Manual Processes

Professional services companies often suffer from manual processes. In addition to being time consuming and costly, data accuracy nearly always suffers. This inaccurate data makes reporting and decision making difficult

Whether you use a legacy system, or just need to optimize Salesforce, Simplus has a team of certified experts to consult, guide and implement solutions in your organization.